2018 was a poor year for sharemarket returns in Australia. We fared even worse. In this extract from the Quarterly Commentary Simon Mawhinney explains some of the reasons for our underperformance and highlights one stock where we have found value.
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Searching for better value
Allan Gray Australia Equity Fund (Class B) now available on Macquarie Wrap
Allan Gray is pushing for change at the ASX
The value in being contrarian
A stable trade-off that delivers results
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